- Execute engagements from start to finish by coordinating all phases of an engagement: planning, staff scheduling, field work, review process & communication to client.
- Follow the progress of the work during an engagement in relation to budgeted time expenses and scheduled dates of completion. Determine whether all phases of the engagement are carried out properly and in the best sequence, to anticipate the problem areas and questions that will arise.
- Identify and communicate opportunities for process improvement and system enhancements.
- Supervise the preparation of all work products to be provided to the client.
- Keep the In-Charge informed of important developments in the work and client relationship. Communicate any major problems that occur with all the facts, their conclusions and recommendations.
- Communicate directly with client personnel and other third parties.
- Bring value to the client's business and use experience to become a trusted business adviser.
- Actively develop new business and expand services for existing clients.
- Prepare monthly billings.
- Maintain confidentiality with client information in accordance with related laws and regulations and adhere to all SVA policies and procedures.
- Ensure all duties are performed efficiently, and to a satisfactory level, typically requiring 55-60 hours/week during busy season (including weekends), and 40-45 hours/week during non-busy season.
- All other duties as assigned.
- Assign work to staff members on the basis of their knowledge and capabilities.
- Perform quality control reviews.
- Prepare and discuss staff performance evaluations.
- Participate in the training of staff members; offer guidance and direction and give constructive feedback of work papers.
- Accountable for staff performance, engagement, and retention. Conduct stay interviews and work with leadership to resolve any themes.
- Continue to transfer the client relationship to junior staff to ensure the right work is being performed at each level.
- Identify poor/low performers. Have difficult/direct conversations to manage those individuals up/out with a focus on retaining qualified and quality staff members.
- Provide individualized and meaningful recognition to staff members. Focus on intrinsic rewards.
- Actively participate in staffing strategy to highlight staff and or business needs gaps or excess capacity, and actively work towards addressing.
- Use networks and experience to recruit passive talent. Sell SVA to bring in quality, high functioning employees.
- Identify meaningful complex topics to research. Propose findings in analytical, concise manner, including recommendation.
- Serve as a mentor to multiple members of the accounting staff.
- Responsible for the professional development and personal growth of all team members.
- Facilitate professional development courses, write articles, and represent SVA at professional and civic functions.
- Continue to deepen expertise in a technical area, industry, or service line.
- Lead large, complex internal projects.
- Achieve client retention targets.
- Achieve new and existing cross selling and upselling goals.
- Act as a role model to all in every interaction.
- Technical, analytical, research, and problem solving mastery, especially in areas of specialization. Ability to train others to that level.
- Exceptional professional interpersonal, written and verbal communication skills.
- Ability to strategically plan (client engagements, client needs, staff development, and internal processes).
- Ability to address difficult or challenging situations with creativity and innovative approach.
- Ability to develop multiple staff members with a purpose and passion.
- Ability to handle multiple concurrent engagements or projects, work under pressure and meet tight deadlines.
- Exemplify our Core Values of Serve. People. Better, as well as our 31 SVA DNA Fundamentals.
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Audit Manager or Senior Manager - Brookfield, United States - SVA Inc
Description
SVA is looking for a Manager or Senior Manager join our growing Assurance/Housing Authority Audit team in either our Brookfield, or Madison, WI locations. While onsite and/or hybrid work is ideal, we would consider a highly qualified remote worker who is able to service our WI and IL based clients on a regular basis. This is the opportunity you have been looking for In this role, you will refine your skills across several industries, find your passion and the perfect fit. You will benefit from continuous learning through client-facing interactions and share your knowledge of how accounting impacts the business world to our more junior staff. Collaborate with an accomplished and diverse team of professionals and enhance your career with personalized development and mentoring opportunities. Demonstrate your expertise and leadership skills, while building your career in an independent and growing professional services firm that has been certified as a Great Place to Work SVA + You. Together, We Serve. People. Better.
SVA Managers and Senior Managers act as the owner/In-Charge of complex engagements and projects from start to finish. Individuals in this role are expected to monitor, develop, train, and fully utilize each staff member on their assigned team to complete the assigned tasks, including reviewing all levels of work within your designated expertise, and sign-off on simple engagements as assigned. Managers and Senior Managers often have primary client responsibility and may also serve as leader in an area of expertise or other technical and administrative duties.
Anticipated responsibilities include:
60% Client Work
This position may supervise Supervisors, Senior Accountants or Staff Accountants and may also serve as a mentor for Supervisors. This position is responsible for staff assigned to their engagements.
Qualifications
Education: Bachelor's degree in Accounting or related field required.
Experience: 5+ years' experience in public accounting required. Prior experience with Governmental audits, Housing Authority audits, Real Estate audits, Not for Profit audits, Single Audit, Uniform Guidance Audit, GASB GAAP, FASB GAAP, and/or HUD programs strongly preferred.
Professional Certification: CPA required.
Demonstrated Skills, Abilities, & SVA Behaviors
Begin a long-term relationship with a company where motivation drives advancement. We invite you to explore employment opportunities with us and see how you can have an exciting and enjoyable career
SVA is certified as a great workplace by the Great Place to Work institute.
SVA participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
SVA participa en E-Verify y proporcionar al gobierno federal la informacin de su Formulario I-9 para confirmar que usted est autorizado para trabajar en los EE.UU.
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